Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$358M
3 +$308M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$259M
5
XOM icon
Exxon Mobil
XOM
+$239M

Sector Composition

1 Technology 16.04%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.56%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$694K ﹤0.01%
17,976
+1,993
2352
$693K ﹤0.01%
15,627
+7,082
2353
$692K ﹤0.01%
12,273
+3,382
2354
$692K ﹤0.01%
196,777
-12,272
2355
$691K ﹤0.01%
147
+46
2356
$691K ﹤0.01%
51,545
+26,184
2357
$691K ﹤0.01%
50,251
+26,452
2358
$688K ﹤0.01%
28,719
-21,704
2359
$688K ﹤0.01%
11,708
-2,900
2360
$687K ﹤0.01%
73,822
-2,363
2361
$683K ﹤0.01%
1,893
+1,450
2362
$681K ﹤0.01%
33,658
-5,396
2363
$681K ﹤0.01%
547
+423
2364
$681K ﹤0.01%
10,551
+2,000
2365
$680K ﹤0.01%
34,685
+20,798
2366
$679K ﹤0.01%
4,395
+278
2367
$677K ﹤0.01%
132,391
-42,212
2368
$677K ﹤0.01%
32,349
+21,329
2369
$676K ﹤0.01%
70,431
+33,740
2370
$675K ﹤0.01%
21,933
2371
$675K ﹤0.01%
9,840
+904
2372
$674K ﹤0.01%
14,720
+3,005
2373
$674K ﹤0.01%
165,242
+18,548
2374
$673K ﹤0.01%
35,454
-17,326
2375
$673K ﹤0.01%
21,584
-27,038